Tallsalt Advisors Services
Managed Investment Accounts
Tallsalt Asset Management provides clients with investment advisory services, managing client portfolios held at unaffiliated brokerage firms and/or custodians. Tallsalt selects investments in stocks for clients consistent with its value approach to investing and executes trades under client investment agreements which grant Tallsalt authorization to make trades in the account. The investment agreement between Tallsalt and its clients provides Tallsalt with full discretion in selecting securities and the amounts to be invested.
This structure provides the client with total control over the assets and allows Tallsalt to tailor the portfolio to the needs of the client. Furthermore, under its investment agreements with clients, Tallsalt is not authorized to withdraw client funds with the exception of its fees when such fees become payable. The follow graphic illustrates the basic relationships of the managed investment account structure.